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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,387 | $84,236-86.5% | $170,435-93.3% | $70,126-83.8% |
| Participation rate | 68.4% | 70.8%-2.4pp | 83.6%-15.2pp | 69.5%-1.1pp |
| Annual return | 18.16% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,038 | $3,387-69.3% | $5,432-80.9% | $2,343-55.7% |
| Participant deferral / active EE | $410 | $3,086-86.7% | $4,939-91.7% | $3,332-87.7% |
| Admin fee / account holder | $531 | $5,698-90.7% | $13,881-96.2% | $4,645-88.6% |